slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 20,821-20,850
Pages 2,019
Rows per page 30
Component
20,821-20,850 of 60,568
04
The slide uses a line chart to demonstrate the divergence of Perrigo's valuation from its historical peer group (consumer staples) toward a lower-multiple peer group (specialty pharma).Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
05
This slide is part of a larger document; it specifically analyzes the valuation gap between a standalone plan and an acquisition offer.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
Uses a combination of waterfall-style EPS decline chart and a comparative performance table to argue for management change.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
14
Standard SEC regulatory filing format for beneficial ownership reporting.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
15
Standard SEC regulatory filing format for beneficial ownership disclosure.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
16
Standard SEC regulatory filing format for beneficial ownership reporting.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
17
Standard SEC Schedule 13D reporting person information table.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
18
Standard SEC filing form for reporting beneficial ownership.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
19
Standard SEC regulatory filing format for beneficial ownership reporting.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
20
Standard SEC regulatory filing format for beneficial ownership disclosure.Qorvo, Inc. (QRVO) · Starboard Value LP
Regulatory filing Activist investor Loop · Mece Breakdown1 hit
03
Standard SEC Schedule 13D reporting format for beneficial ownership.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
04
Includes 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
05
Standard SEC form for reporting beneficial ownership of more than 5% of a class of equity securities.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
06
Standard SEC Schedule 13D cover page format.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
07
Standard SEC regulatory form for reporting beneficial ownership of more than 5% of a class of equity securities.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
08
Standard SEC regulatory filing format.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
09
Standard SEC regulatory filing format for beneficial ownership reporting.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
10
Includes 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Logic Chain1 hit
11
Standard SEC Schedule 13D filing format for reporting beneficial ownership.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
12
Standard SEC Schedule 13D reporting form.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
13
Includes disclosure of 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
14
Includes 1,614,152 shares underlying forward purchase contracts.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
15
Form indicates 0% ownership and 0 shares held.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
16
Standard SEC Schedule 13D form layout.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
17
Form is largely blank/zeroed out, indicating no current beneficial ownership.BILL Holdings, Inc. (BILL) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
03
Includes footnotes detailing assumptions for capacity, revenue, and valuation multiples.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
04
Includes footnotes 10, 11, and 12.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
02
The slide uses a red arrow to visually emphasize the downward trend in EBITDA, contrasting management's tenure with financial performance.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
02
The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
The slide uses a 'before-after' logic to strip away non-core items (Alibaba stake, patent sales, etc.) to expose the underlying business decay.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit